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2025-04-18

[News] Chip Tariffs Loom: Samsung, SK hynix Brace as China Reportedly Makes Up 40%, 30% of NAND Output

As the U.S. gears up to announce new tariffs on semiconductor products, anxiety is mounting among South Korean memory firms like Samsung and SK hynix. According to Sisa Journal and Asia Business Daily, both manufacture key memory semiconductors—including NAND and DRAM—in China, with their NAND p...

2025-04-18

[News] New Breakthroughs in China’s RISC-V Chip Industry

RIVAI Launched China’s First Fully Self-Developed High- Performance RISC-V Server Chip Recently, RIVAI officially unveiled its next-generation high-performance processor, Lingyu, in Qianhai, Shenzhen. As China’s first fully self-developed high-performance RISC-V server chip, Lingyu is up to i...

2025-04-18

[News] Small Batch, Premium Price: Could Tariffs Create a ‘Made in USA’ iPhone Category?

The potential relocation of iPhone production to the U.S. has become a focal point amid escalating trade tensions and Trump’s newly proposed tariffs. According to a report from ijiwei, citing CNBC, Apple is reportedly exploring ways to shift part of its iPhone manufacturing to the U.S. Currentl...

2025-04-17

[News] TSMC Ramps Up Overseas Expansion: 3rd and 4th Arizona Fabs to Begin Construction Later This Year

Facing chip tariff uncertainties, TSMC offered more clarity on its U.S. expansion plan. Chairman C.C. Wei said the second fab in Arizona has wrapped up construction after the first went into volume production in the fourth quarter of 2024. Notably, he suggested that the third and fourth fabs in Ariz...

2025-04-17

[News] TSMC Denies Intel Tie-Up Talks, Reaffirms Expansion Plans in Japan and Germany

Amid rumors that the U.S. government is encouraging closer ties between TSMC and Intel Foundry Services (IFS), concerns over potential technology leakage from TSMC continue to draw market attention. During the company’s earnings call, TSMC CEO C.C. Wei firmly states that the company is not engaged...

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